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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,257 hedge funds and large institutions have $19.6B invested in iShares S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 378 increasing their positions, 464 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,257
Holders Change
+68
Holders Change %
+5.72%
% of All Funds
20.28%
Holding in Top 10
97
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.12%
% of All Funds
1.57%
New
163
Increased
378
Reduced
464
Closed
67
Calls
$9.35M
Puts
$989K
Net Calls
+$8.36M
Net Calls Change
-$7.43M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$291M
2
AWA
Arete Wealth Advisors
Illinois
+$230M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$215M
4
CIA
Choate Investment Advisors
Massachusetts
+$177M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$177M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$130M
2
Bank of America
Bank of America
North Carolina
-$56.4M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$39.1M
4
Goldman Sachs
Goldman Sachs
New York
-$33.3M
5
SVCP
Silicon Valley Capital Partners
California
-$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
YCM
851
Yousif Capital Management
Michigan
$399K +$399K +6,815 New
STCOSD
852
Sageworth Trust Company of South Dakota
South Dakota
$398K +$398K +6,804 New
SNB
853
Security National Bank
Nebraska
$396K +$70.4K +1,204 +22%
MWAM
854
Manhattan West Asset Management
California
$396K +$24.3K +415 +7%
RRWA
855
Rainey & Randall Wealth Advisors
Florida
$394K +$994 +17 +0.3%
MWM
856
Mascoma Wealth Management
New Hampshire
$392K +$97.7K +1,670 +33%
WTB
857
Washington Trust Bank
Washington
$391K +$43.9K +752 +13%
OPW
858
Oxler Private Wealth
New York
$389K +$760 +13 +0.2%
RA
859
RFG Advisory
Alabama
$387K -$3.57M -56,865 -90%
CCA
860
Column Capital Advisors
Indiana
$384K – – –
ST
861
Sabal Trust
Florida
$379K – – –
TW
862
TrinityPoint Wealth
Connecticut
$377K – – –
WJWM
863
Williams Jones Wealth Management
New York
$375K – – –
WCG
864
Weaver Consulting Group
California
$375K -$515K -8,797 -58%
TCA
865
Transcend Capital Advisors
New Jersey
$375K -$5.09K -87 -1%
BBPWM
866
Blue Bell Private Wealth Management
Pennsylvania
$373K -$7.02K -120 -2%
PO
867
Private Ocean
California
$372K – – –
IWS
868
Insight Wealth Strategies
California
$372K -$50.5K -863 -12%
EWM
869
Empirical Wealth Management
Washington
$369K -$62.1K -1,062 -14%
PIFP
870
Partners in Financial Planning
Virginia
$367K -$4.74K -82 -1%
SIC
871
Samalin Investment Counsel
New York
$362K +$85.8K +1,467 +31%
GIA
872
Guyasuta Investment Advisors
Pennsylvania
$359K – – –
FFS
873
Founders Financial Securities
Maryland
$359K -$17.7K -302 -5%
SFS
874
Summit Financial Strategies
Ohio
$358K -$311K -5,308 -46%
FC
875
Fusion Capital
South Carolina
$357K -$11.8K -201 -3%
33 34
35
36 37